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Traditional vs. Roth 401(k): Which Should You Choose?

MRBy Michael Reyes, CFP® Updated July 21, 2026 7 min read

Quick Answer

Traditional 401(k) contributions are pre-tax now and taxed as ordinary income in retirement; Roth 401(k) contributions are after-tax now and grow completely tax-free. The 2026 employee deferral limit is $24,500 ($32,500 with the 50+ catch-up, $35,750 for ages 60–63). New in 2026: anyone who earned over $150,000 in FICA wages the prior year must make catch-up contributions as Roth, not traditional.

Both accounts hold the same investments and the same employer match — the only real difference is when you pay the tax. Get that timing decision right and it can be worth tens of thousands of dollars over a career. Here's how the two actually compare.

Pre-tax now vs. tax-free later

Traditional 401(k)

Contributions reduce your taxable income this year. Withdrawals in retirement — contributions and growth — are taxed as ordinary income.

Roth 401(k)

Contributions are made with after-tax dollars — no deduction now. Qualified withdrawals in retirement, including all growth, are tax-free.

One quirk worth knowing: a traditional 401(k) contribution reduces your income tax but not your FICA tax — you still pay the full 7.65% on money you contribute either way. See our FICA guide for that detail.

2026 contribution limits

The employee deferral limit for 2026 is $24,500 — this is a combined cap across traditional and Roth contributions, not $24,500 each. Those 50 and older can add a $8,000 catch-up ($32,500 total); a higher "super catch-up" of $11,250 applies specifically to ages 60–63 (bringing that group's total to $35,750).

The employer match doesn't count against your personal deferral limit — it's a separate, additional contribution from your employer, on top of what you put in.

New for 2026: high earners must use Roth for catch-up

Under the SECURE 2.0 Act, starting in 2026, anyone who earned more than $150,000 in FICA wages in the prior year must make their catch-up contributions on a Roth basis — traditional catch-up is no longer an option for this group, even if the rest of their 401(k) is traditional. If your plan doesn't offer a Roth option, this rule can limit how much you're able to catch up at all; check with your plan administrator.

How to think about which one to choose

  • Expect a lower tax bracket in retirement than today? Traditional often wins — you take the deduction while your rate is high, and pay tax later at a lower rate.
  • Early career, or expect rates to rise? Roth often wins — you pay tax now while your rate is relatively low, and lock in tax-free growth.
  • Not sure? Splitting contributions between both gives you tax diversification — some money taxed now, some taxed later — so you're not fully exposed to a guess about future tax rates.

A Roth 401(k) is also worth comparing against a Roth IRA — the 401(k) version has no income limit and a much higher contribution cap, which matters if your income is too high to contribute to a Roth IRA directly.

Frequently Asked Questions

What's the difference between a traditional and a Roth 401(k)?

A traditional 401(k) is funded with pre-tax dollars, which lowers your taxable income now, but withdrawals in retirement are taxed as ordinary income. A Roth 401(k) is funded with after-tax dollars — no deduction today — but qualified withdrawals in retirement, including all investment growth, are completely tax-free.

What are the 2026 401(k) contribution limits?

The employee deferral limit for 2026 is $24,500, shared across traditional and Roth 401(k) contributions combined — you can split it between the two, but the total can't exceed $24,500. Catch-up contributions for those 50 and older add $8,000 (total $32,500); a higher 'super catch-up' of $11,250 (total $35,750) applies to those aged 60 to 63.

Is there a new rule about catch-up contributions in 2026?

Yes. Starting in 2026, employees who earned more than $150,000 in FICA wages in the prior year must make any catch-up contributions on a Roth (after-tax) basis — they can no longer choose traditional for the catch-up portion, even if the rest of their plan is traditional. This is a SECURE 2.0 Act requirement, not optional plan design.

Which one should I choose — traditional or Roth?

It largely comes down to whether you expect your tax rate to be higher or lower in retirement than it is now. Lower income today (or an early career) often favors Roth, since you're paying tax at a lower rate now. Higher income today, especially near your peak earning years, often favors traditional, since the deduction is worth more now than the tax you'd otherwise pay later.

Does my employer match go into the Roth account too?

No. Employer matching contributions are deposited pre-tax regardless of whether your own contributions are traditional or Roth — the match grows tax-deferred and is taxed as ordinary income when withdrawn, just like a traditional 401(k) balance.

Is a Roth 401(k) the same as a Roth IRA?

No. They share the tax-free-growth structure, but a Roth 401(k) has no income limit — high earners can contribute regardless of income — while Roth IRA contributions phase out above certain income levels. A Roth 401(k) also has a much higher contribution limit than a Roth IRA.

Can I contribute to both traditional and Roth in the same 401(k)?

Yes, if your plan offers both (a 'Roth 401(k) option'), you can split your contributions between the two in whatever proportion you choose — as long as the combined total stays within the annual deferral limit.